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Algebris (UK)’s Evercore EVR Stock Holding History

Algebris (UK)’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,191
Closed -$2.44M – 47
2025
Q1 		$2.44M Buy
+13,191
New +$3.29M 0.44% 31
2020
Q2 		– Sell
-17,213
Closed -$793K – 37
2020
Q1 		$793K Sell
17,213
-3,542
-17% -$237K 0.42% 26
2019
Q4 		$1.55M Buy
+20,755
New +$1.58M 0.78% 23
2019
Q1 		– Sell
-18,500
Closed -$1.32M – 52
2018
Q4 		$1.32M Buy
+18,500
New +$1.52M 0.22% 46

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algebris (UK)'s EVR Position: Q2 2025 in Review

Algebris (UK) sold out of Evercore (EVR) in Q2 2025, closing a stake of 13,191 shares — an estimated $2.44M sold.

Algebris (UK) first reported a position in EVR in Q4 2018 and held it in 4 quarters. The position peaked at $2.44M in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Algebris (UK) reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Algebris (UK) sold 13,191 Evercore shares in Q2 2025, an estimated $2.44M.
  • Algebris (UK) first reported a position in Evercore in Q4 2018 and held it in 4 quarters.
  • Algebris (UK)'s Evercore position peaked at $2.44M in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Algebris (UK)'s 13F filing for Q2 2025, filed 13 Aug 2025.